Root Financial Partners, LLC
ENCINITAS CA · SEC CIK 0001977181
$21.62亿2026Q1 申报市值
3,463持仓数
64.4%前十大占比 · 第一大 20.1%
1112 / 101新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFUS 加仓+$5,710.04万
DFSD 加仓+$2,425.66万
DFCF 加仓+$2,309.64万
DIMENSIONAL U.S. 加仓+$1,644.38万
DFLV 加仓+$1,427.20万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$548.00万
DFUV 减仓-$432.21万
DIMENSIONAL US S 减仓-$337.22万
HWM 减仓-$212.05万
LLY 减仓-$119.95万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CTRN | CITI TRENDS INC COM | $2,599 | 0.00% | 60 | 60 | — | $2,599 | 新建仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $2,597 | 0.00% | 146 | 146 | — | $2,597 | 新建仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM SHS BEN INT | $2,594 | 0.00% | 191 | -288 | -60.1% | -$3,911 | 减仓 |
| KGC | KINROSS GOLD CORP COM | $2,594 | 0.00% | 85 | 52 | 157.6% | $1,587 | 加仓 |
| CXW | CORECIVIC INC COM | $2,591 | 0.00% | 137 | 137 | — | $2,591 | 新建仓 |
| KURA | KURA ONCOLOGY INC COM | $2,585 | 0.00% | 318 | 318 | — | $2,585 | 新建仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS LTD COM | $2,580 | 0.00% | 135 | 135 | — | $2,580 | 新建仓 |
| HTFL | HEARTFLOW INC COM | $2,579 | 0.00% | 106 | 106 | — | $2,579 | 新建仓 |
| FIW | FIRST TRUST WATER ETF | $2,578 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $2,569 | 0.00% | 154 | 154 | — | $2,569 | 新建仓 |
| WK | WORKIVA INC COM CL A | $2,564 | 0.00% | 43 | -10 | -18.9% | -$596 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $2,559 | 0.00% | 285 | 285 | — | $2,559 | 新建仓 |
| WABC | WESTAMERICA BANCORPORATION COM | $2,555 | 0.00% | 49 | 49 | — | $2,555 | 新建仓 |
| DGII | DIGI INTL INC COM | $2,555 | 0.00% | 53 | 53 | — | $2,555 | 新建仓 |
| BBT | BEACON FINANCIAL CORP. COM | $2,520 | 0.00% | 84 | 84 | — | $2,520 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $2,511 | 0.00% | 620 | 50 | 8.8% | $202 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & GRO COM | $2,497 | 0.00% | 203 | 203 | — | $2,497 | 新建仓 |
| GDRX | GOODRX HLDGS INC COM CL A | $2,497 | 0.00% | 1,274 | 1,262 | 10,516.7% | $2,473 | 重新持有 |
| HFWA | HERITAGE FINL CORP WASH COM | $2,496 | 0.00% | 96 | 81 | 540.0% | $2,106 | 加仓 |
| HLNE | HAMILTON LANE INC CL A | $2,485 | 0.00% | 25 | -27 | -51.9% | -$2,684 | 减仓 |
| MRTN | MARTEN TRANS LTD COM | $2,482 | 0.00% | 189 | 189 | — | $2,482 | 新建仓 |
| MMSI | MERIT MED SYS INC COM | $2,481 | 0.00% | 36 | -68 | -65.4% | -$4,686 | 减仓 |
| CPS | COOPER-STANDARD HOLDINGS INC COM | $2,480 | 0.00% | 89 | 89 | — | $2,480 | 新建仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $2,478 | 0.00% | 55 | 55 | — | $2,478 | 新建仓 |
| AER | AERCAP HOLDINGS NV SHS | $2,469 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | BRANDYWINEGBL GBL INCM OPP FD COM | $2,454 | 0.00% | 320 | 320 | — | $2,454 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $2,448 | 0.00% | 226 | 226 | — | $2,448 | 新建仓 |
| PINS | PINTEREST INC CL A | $2,439 | 0.00% | 133 | -469 | -77.9% | -$8,601 | 减仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $2,439 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $2,438 | 0.00% | 80 | 80 | — | $2,438 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $2,434 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $2,433 | 0.00% | 65 | 65 | — | $2,433 | 新建仓 |
| SRCE | 1ST SOURCE CORP COM | $2,422 | 0.00% | 35 | 35 | — | $2,422 | 新建仓 |
| PRDO | PERDOCEO ED CORP COM | $2,419 | 0.00% | 65 | 65 | — | $2,419 | 新建仓 |
| LZB | LA Z BOY INC COM | $2,411 | 0.00% | 75 | 61 | 435.7% | $1,961 | 加仓 |
| BCAL | CALIFORNIA BANCORP COM | $2,410 | 0.00% | 136 | 22 | 19.3% | $390 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $2,409 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2,407 | 0.00% | 99 | -1,118 | -91.9% | -$2.72万 | 减仓 |
| NOK | NOKIA CORP SPONSORED ADR | $2,396 | 0.00% | 298 | 8 | 2.8% | $64 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME FD COM NEW | $2,396 | 0.00% | 161 | 161 | — | $2,396 | 新建仓 |
| BBSI | BARRETT BUSINESS SVCS INC COM | $2,393 | 0.00% | 82 | 82 | — | $2,393 | 新建仓 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $2,379 | 0.00% | 131 | 125 | 2,083.3% | $2,270 | 加仓 |
| LYFT | LYFT INC CL A COM | $2,367 | 0.00% | 178 | 25 | 16.3% | $332 | 加仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $2,366 | 0.00% | 81 | 81 | — | $2,366 | 新建仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $2,364 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SABR | SABRE CORP COM | $2,362 | 0.00% | 1,629 | 1,629 | — | $2,362 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $2,347 | 0.00% | 58 | 58 | — | $2,347 | 新建仓 |
| — | UNITI GROUP LLC COM SHS | $2,345 | 0.00% | 250 | 250 | — | $2,345 | 新建仓 |
| PRCH | PORCH GROUP INC COM | $2,345 | 0.00% | 327 | 327 | — | $2,345 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $2,337 | 0.00% | 42 | 4 | 10.5% | $223 | 加仓 |
| CMPR | CIMPRESS PLC SHS EURO | $2,336 | 0.00% | 32 | 32 | — | $2,336 | 新建仓 |
| — | COLUMBIA FINL INC COM | $2,329 | 0.00% | 133 | 69 | 107.8% | $1,208 | 加仓 |
| TCBK | TRICO BANCSHARES COM | $2,329 | 0.00% | 49 | 49 | — | $2,329 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC COM | $2,326 | 0.00% | 40 | 40 | — | $2,326 | 新建仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $2,322 | 0.00% | 23 | 23 | — | $2,322 | 新建仓 |
| ATEN | A10 NETWORKS INC COM | $2,312 | 0.00% | 100 | 100 | — | $2,312 | 新建仓 |
| KFRC | KFORCE INC COM | $2,310 | 0.00% | 79 | 56 | 243.5% | $1,637 | 加仓 |
| ENPH | ENPHASE ENERGY INC COM | $2,306 | 0.00% | 61 | 9 | 17.3% | $340 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT | $2,303 | 0.00% | 103 | 103 | — | $2,303 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC COM | $2,301 | 0.00% | 125 | 125 | — | $2,301 | 新建仓 |
| MOV | MOVADO GROUP INC COM | $2,295 | 0.00% | 94 | 94 | — | $2,295 | 新建仓 |
| BL | BLACKLINE INC COM | $2,294 | 0.00% | 62 | 62 | — | $2,294 | 新建仓 |
| EGBN | EAGLE BANCORPORATION INC COM | $2,288 | 0.00% | 92 | 76 | 475.0% | $1,890 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTORS SH BEN INT | $2,278 | 0.00% | 140 | 140 | — | $2,278 | 新建仓 |
| EBS | EMERGENT BIOSOLUTIONS INC COM | $2,274 | 0.00% | 274 | 274 | — | $2,274 | 新建仓 |
| PEBO | PEOPLES BANCORP INC COM | $2,268 | 0.00% | 69 | 69 | — | $2,268 | 新建仓 |
| ERIE | ERIE INDTY CO CL A | $2,262 | 0.00% | 9 | -19 | -67.9% | -$4,775 | 减仓 |
| DOLE | DOLE PLC ORD SHS | $2,258 | 0.00% | 158 | 158 | — | $2,258 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $2,255 | 0.00% | 7 | 7 | — | $2,255 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $2,250 | 0.00% | 265 | 265 | — | $2,250 | 新建仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $2,248 | 0.00% | 166 | 166 | — | $2,248 | 新建仓 |
| TBLA | TABOOLA.COM LTD ORD SHS | $2,248 | 0.00% | 725 | 725 | — | $2,248 | 新建仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $2,245 | 0.00% | 18 | 18 | — | $2,245 | 新建仓 |
| — | PROASSURANCE CORP COM | $2,225 | 0.00% | 90 | 90 | — | $2,225 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $2,216 | 0.00% | 73 | 73 | — | $2,216 | 新建仓 |
| NPK | NATIONAL PRESTO INDS INC COM | $2,193 | 0.00% | 16 | 16 | — | $2,193 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $2,190 | 0.00% | 35 | 12 | 52.2% | $751 | 加仓 |
| NGS | NATURAL GAS SVCS GROUP INC COM | $2,189 | 0.00% | 58 | 58 | — | $2,189 | 新建仓 |
| ZD | ZIFF DAVIS INC COM | $2,182 | 0.00% | 52 | 39 | 300.0% | $1,636 | 加仓 |
| RZLT | REZOLUTE INC COM NEW | $2,181 | 0.00% | 715 | 715 | — | $2,181 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC COM | $2,177 | 0.00% | 243 | 243 | — | $2,177 | 新建仓 |
| HBM | HUDBAY MINERALS INC COM | $2,174 | 0.00% | 104 | 31 | 42.5% | $648 | 加仓 |
| — | AVANOS MED INC COM | $2,172 | 0.00% | 155 | 155 | — | $2,172 | 新建仓 |
| — | GLOBAL X DOW 30 COVERED CALL ETF | $2,167 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| STVN | STEVANATO GROUP S P A ORD SHS | $2,159 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $2,141 | 0.00% | 284 | 284 | — | $2,141 | 新建仓 |
| OSBC | OLD SECOND BANCORP INC DEL COM | $2,137 | 0.00% | 106 | 106 | — | $2,137 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $2,135 | 0.00% | 16 | 12 | 300.0% | $1,601 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $2,133 | 0.00% | 95 | -14 | -12.8% | -$314 | 减仓 |
| AMSF | AMERISAFE INC COM | $2,133 | 0.00% | 64 | 64 | — | $2,133 | 新建仓 |
| CVI | CVR ENERGY INC COM | $2,120 | 0.00% | 63 | 55 | 687.5% | $1,851 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $2,108 | 0.00% | 23 | 19 | 475.0% | $1,741 | 加仓 |
| RBRK | RUBRIK INC. CL A | $2,106 | 0.00% | 43 | 17 | 65.4% | $833 | 加仓 |
| BOX | BOX INC CL A | $2,104 | 0.00% | 89 | -99 | -52.7% | -$2,340 | 减仓 |
| TXG | 10X GENOMICS INC CL A COM | $2,102 | 0.00% | 99 | 9 | 10.0% | $191 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC COM | $2,093 | 0.00% | 58 | 43 | 286.7% | $1,552 | 加仓 |
| PTLO | PORTILLOS INC COM CL A | $2,079 | 0.00% | 393 | 393 | — | $2,079 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $2,070 | 0.00% | 35 | -9 | -20.5% | -$532 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $2,070 | 0.00% | 22 | 17 | 340.0% | $1,600 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $2,065 | 0.00% | 12 | -2 | -14.3% | -$344 | 减仓 |